Michael Angus
Servicing Financial Advisor
michael@elevationcapitalstrategies.com
Michael is a Servicing Financial Advisor at Elevation Capital Advisory and brings a wealth of experience cultivated since his entry into the industry in 2017. Fueled by a passion for financial empowerment and strategic wealth planning, he’s dedicated to providing comprehensive guidance to his clients. He earned a bachelor’s degree in accounting at Oregon State University and holds a Series 65 securities license, Oregon life and health insurance licenses, and the ChFC® (Chartered Financial Consultant) designation from The American College of Financial Services. He is currently pursuing the CFP® (Certified Financial Planner) designation, aiming to expand his expertise and ensure that his clientele receives the highest standard of financial counsel.
As a Servicing Financial Advisor, Michael acts as a primary point of contact for clients, offering personalized financial guidance and support. He analyzes clients' financial situations, offers tailored investment strategies, and addresses their concerns or inquiries, ensuring that clients' goals align with their financial plans. Additionally, he continuously monitors portfolios, stays informed of market changes, and recommends adjustments to optimize clients' financial positions.
When he doesn’t have his nose in a personal finance textbook, he cherishes quality time with his family—comprising of a wife, two children, and three dogs—and spends equal time in the comfort of a compelling book or an intense board game indoors as he does in appreciating the outdoors through exercise and socializing with friends.